Privacy Policy

Effective Date: 11/02/2025.

1. Introduction

The Insurance Advisor Inc. (“we,” “us,” or “our”) provides licensed insurance advisory services to help individuals choose Medicare coverage, life insurance, and other financial protection plans. This Privacy Policy explains how we collect, use, and protect your personal information and outlines your rights regarding that information.

By using our website, booking services, or communicating with us, you agree to this Privacy Policy.

2. Scope

This Privacy Policy applies to personal information we collect when you interact with our website, digital platforms, or through phone, email, and in-person consultations (“Services”).
Our website may include links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. Please review their privacy policies before submitting personal information.

3. Information We Collect

We may collect the following types of information:

A. Information You Provide to Us

Name, address, phone number, and email

Date of birth and ZIP code

Insurance needs, current coverage, or policy preferences

Health-related information you voluntarily share (for example, when evaluating Medicare coverage)

Communications you send to us (via forms, calls, or messages)

B. Information Collected Automatically

When you visit our website, we may automatically collect:

IP address, browser type, and device information

Pages visited, time spent on the site, and referral source

Cookies or similar technologies for website analytics and functionality

You can adjust your browser settings to refuse cookies, but some website features may not function properly if you do so.

C. Information from Other Sources

We may receive information from:

Insurance carriers and partners assisting with your applications

Publicly available sources

Third-party platforms (such as lead generation forms or social media, if you interact with us there)

4. How We Use Your Information

We use personal information to:

Provide and personalize insurance recommendations

Process applications and communicate with insurance carriers

Respond to your questions or requests

Manage your appointments and policy information

Send updates, newsletters, or relevant communications (you may opt out anytime)

Improve our website, tools, and client experience

Comply with legal or regulatory obligations

We do not sell your personal information.

5. How We Share Your Information

We may share your information only when necessary to deliver services or as required by law. This may include:

Insurance carriers or partners to obtain quotes or process your applications

Service providers (such as IT support, website hosting, or customer communications)

Regulatory authorities when required for compliance

All partners and service providers are required to protect your information and use it only as permitted.

6. Data Security

We implement industry-standard safeguards—both technical and administrative—to protect your information. However, no data transmission or storage system can be guaranteed 100% secure.

7. Your Privacy Rights and Choices

You may:

Request access to or deletion of your information

Update your contact or personal details

Opt out of marketing communications

Withdraw consent where applicable

To exercise these rights, please contact us (see Section 12).

8. Use of Cookies and Tracking Technologies

Our website may use cookies and analytics tools (like Google Analytics) to understand website usage and improve our services. You can manage cookie settings in your browser or use Google’s opt-out tools if preferred.

9. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from anyone under 18 years of age. If you believe we have inadvertently collected such data, please contact us for removal.

10. Information for California and Nevada Residents

If you are a California or Nevada resident, you may have additional rights under state privacy laws, including the right to request disclosure of how your data is used or shared and the right to opt out of the sale of your personal information.
We do not sell personal information as defined under these laws.

11. Changes to This Policy

We may update this Privacy Policy periodically. The latest version will be posted on our website with a new “Effective Date.”

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

The Insurance Advisor Inc.
Website: www.theinsuranceadvisor.net
Email: [email protected]
Phone: 855-718-1673